My Cloud Services Portal: Admin

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1 Sign In To Access the Admin Tools Area within the My Cloud Services Portal: Open a browser and enter the URL you received via from your provider (e.g.: and enter your Administrator Username and Password credentials to Sign In. Admin Tools Menu The Admin Tools Menu offers permission-based access to the following sections:» Dashboard The Administrator Home page displays current and historical account activity, and offers quick access links to relevant voice and enterprise service management tools via the featured cards» Locations Access to manage Group, Department or Service level settings organized by Location» Services & Users Access to manage individual User level services and settings.» Trunking SIP Trunk information and device/user assignment administration» Enterprise Settings Enterprise level feature and services management» Contact Center Manage queues, schedules, assignments and the setup for Contact Center(s)» Billing Billing history and payment management for the enterprise account Admin Dashboard The Home page for Administrators. The Admin Dashboard provides at-a-glance views of Live and historical account activity, AND direct quick-access links from each card section to your administrator-level tools, services, and features. Now you can see everything that is going on in your Enterprise account and access any area or service you need to manage from one page - fast. 1

2 Admin Dashboard Features Dashboard sections (cards) offer LIVE and historical data along with easy access to common administration tools. Account Profile - Review current account information, see the latest invoice, pay the current bill, and access the Billing history. Links to: Billing Call Activity - A quick graphical view of call data, with tools to filter the view, and useful mouse-over details within the graph display. Activity History - Shows recent Administrator-level activities and provides quick access links to review the account or service shown in the list. Links to: The Dashboard of the accounts listed here. Quick View - Total number of Locations, Services & Users, and Devices currently on the account. Links to: Locations, Services & Users, and Devices (coming soon). Devices - Current counts for registered, unregistered, and provisioned devices, and the ability to filter and then access the information by Location. Favorite Services - Locate accounts to set as favorites for constant quick Dashboard access. Links to: Services & Users and to the selected User's Dashboard for account management. 2

3 Locations Review and manage settings for the Users and Groups that are assigned to Locations. The Locations page provides a searchable table listing of the Locations currently configured on the account. Authorized Admins may use the Section Search to locate specific terms within the table, use the column headers to sort the list alphanumerically, and access the following areas for each Location listed on the page: Location ID, Services, and Users - Click on the number displayed for a Location in these columns to open the related list within the Services & Users page. Edit icon(far right column) opens the Group Settings dialog for the selected Location. Services & Users Review and manage service settings for individual users on the account. Services & Users displays a searchable and sortable list of the user accounts currently defined on the account. The information is provided in a simple table format, and includes the Service Type, Name (First,Last), Service ID, Ext (Extension), MAC (Address), Location, Department and Number Assignment for each user, where defined. Service ID - The numbers listed within this column link directly to the selected User Services Dashboard. Favorites - The first column allows the Admin to select Favorites which display on the Dashboard for quick access. Check Registration Status - Click to update and review the latest registration status for accounts. 3

4 Trunking Review and manage SIP Trunking settings. The Trunking page allows authorized Admins to review current SIP Trunk settings for the account. The page prominently displays a sortable and searchable table listing the trunk group(s) with Location Name and ID, Trunk Group ID, Pilot DID, Enterprise Call Path, Location Call Path, and Service Number. Location ID - links directly to the Services & Settings page to review or modify individual assignments. Pilot DID - provides a color code health indicator (Red = Issue) and links directly to the Services dashboard. Edit - The edit icon opens the Group Settings page for administration of the Trunk group defaults. Enterprise Settings Manage the Enterprise (global) level settings and features. The Enterprise Settings menu option opens the Enterprise (global) level default feature settings for review and edit. These may include the Global Enterprise Services settings (Departments, Directory, and Time Schedules), and the Global Contact Center settings (Agents, Unavailable Codes, Disposition Codes and Routing Policies). View/Edit The dropdown arrow next to an item opens the Edit view where settings are managed. 4

5 Contact Center Manage Contact Center activation, setup, and feature configurations. The Contact Center page provides authorized Admins with full access to manage their Contact Center feature configurations and overall settings. This section shows the current Status, Name, Type, Phone Number, and Ext(ension) within a searchable list. Each Contact Center listing offers access to Edit its default setup and Configure individual feature settings. Billing Review and manage account billing information and payments. The Billing page displays current account and balance history information, with easy access to the tools that allow Admins to review and manage statements, edit the billing information, setup routine monthly payment schedules, and even immediately pay the current bill when necessary. Billing tools include: Pay My Bill Billing Method Setup View Statements September